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Simply Money Advisors’s America Movil AMX Stock Holding History

Simply Money Advisors’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-605
Closed -$12K – 23
2014
Q1 		$12K Hold
605
– – ﹤0.01% 38
2013
Q4 		$14K Buy
605
+5
+0.8% +$109 ﹤0.01% 30
2013
Q3 		$12K Hold
600
– – ﹤0.01% 58
2013
Q2 		$13K Buy
+600
New +$12.3K ﹤0.01% 134

Other funds holding AMX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simply Money Advisors's AMX Position: Q2 2014 in Review

Simply Money Advisors sold out of America Movil (AMX) in Q2 2014, closing a stake of 605 shares — an estimated $12K sold.

Simply Money Advisors first reported a position in AMX in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q4 2013. 310 funds tracked by Wall St. Rank hold AMX as of Q2 2014.

  • Simply Money Advisors reported no remaining America Movil position as of Q2 2014 after selling out during the quarter.
  • Simply Money Advisors sold 605 America Movil shares in Q2 2014, an estimated $12K.
  • Simply Money Advisors first reported a position in America Movil in Q2 2013 and held it in 4 quarters.
  • Simply Money Advisors's America Movil position peaked at $14K in Q4 2013.
  • 310 funds tracked by Wall St. Rank held America Movil as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.